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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$960K +$26.1K +454 +3%
CCIA
552
Campbell & Co Investment Adviser
Maryland
$959K -$100K -1,747 -9%
WPC
553
Wedmont Private Capital
Pennsylvania
$959K +$58K +1,028 +6%
BF
554
BOK Financial
Oklahoma
$953K -$25.7K -448 -3%
SW
555
SVB Wealth
Massachusetts
$949K -$49.3K -859 -5%
PA
556
Parallel Advisors
California
$933K -$21.8K -380 -2%
WS
557
Wedbush Securities
California
$929K -$25.7K -447 -3%
BIM
558
Baldwin Investment Management
Pennsylvania
$909K -$23K -400 -2%
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$909K +$804 +14 +0.1%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$907K +$240K +4,172 +36%
TBA
561
Tower Bridge Advisors
Pennsylvania
$907K – – –
WC
562
Westhampton Capital
North Carolina
$902K -$43.1K -750 -5%
S
563
SignatureFD
Georgia
$899K +$57.6K +1,003 +7%
P
564
Pitcairn
Pennsylvania
$898K +$2.07K +36 +0.2%
QWP
565
Quotient Wealth Partners
Texas
$895K +$895K +15,581 New
TWA
566
Trellis Wealth Advisors
California
$895K +$2.47K +43 +0.3%
AIMCA
567
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$885K – – –
MAS
568
Meeder Advisory Services
Ohio
$880K +$42.5K +740 +5%
PTCG
569
Pring Turner Capital Group
California
$870K – – –
MA
570
Montag & Associates
Georgia
$870K – – –
NP
571
NorthRock Partners
Minnesota
$862K +$450K +7,801 +109%
DWP
572
Daymark Wealth Partners
Ohio
$861K +$9.71K +169 +1%
SAM
573
Sawgrass Asset Management
Florida
$861K -$399K -6,951 -32%
GI
574
GLOBALT Investments
Georgia
$859K +$859K +14,958 New
ECM
575
Estabrook Capital Management
New York
$858K – – –
21 22
23
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